Aprio Wealth Management, LLC Purchases in Q3 2024

Aprio Wealth Management, LLC

  • $577 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
REZ
Ishares Tr Residential And Mul

ETFs
258K
New
$76.42 - $91.19 $19.7M - $23.5M
258K $22.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
146K
+ 6.54%
$30.74 - $34.07 $4.48M - $4.96M
2.37M $80.9M
CGXU
Capital Group Intl Focus Equit

ETFs
298K
New
$24.27 - $27.46 $7.23M - $8.18M
298K $8.03M
TOLZ
Dj Brookfield Global

ETFs
60.4K
+ 13.42%
$44.92 - $51.35 $2.72M - $3.1M
511K $25.8M
DFAR
Dimensional ETF Tr Dimensional

ETFs
131K
+ 81.76%
$21.91 - $26.03 $2.87M - $3.41M
291K $7.47M
AAPL
Apple Inc.

Technology
13.2K
+ 38.12%
$207.23 - $234.82 $2.74M - $3.11M
48K $11.2M
SOXX
Ishares Semiconductor ETF

ETFs
15.1K
New
$199.29 - $265.49 $3.01M - $4.02M
15.1K $3.49M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
21.2K
+ 39.32%
$110.06 - $128.44 $2.34M - $2.73M
75.3K $9.58M
IBHD
Ishares Ibonds 2024 Term High

ETFs
120K
New
$23.11 - $23.29 $2.77M - $2.8M
120K $2.8M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
43.7K
New
$43.42 - $48.95 $1.9M - $2.14M
43.7K $2.13M
TDIV
First Trust Nasdaq Technology

ETFs
5.46K
+ 3.15%
$70.51 - $81.07 $385K - $443K
179K $14.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.7K
+ 7.51%
$218.05 - $243.47 $589K - $657K
38.6K $9.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
13.6K
+ 54.82%
$51.02 - $52.74 $692K - $715K
38.3K $2.02M
LLY
Eli Lilly & CO

Healthcare
813
+ 52.22%
$772.14 - $960.02 $628K - $780K
2.37K $2.1M
DGRO
Ishares Core Dividend Growth E

ETFs
1.92K
+ 1.75%
$57.47 - $62.76 $110K - $120K
112K $7.01M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.42K
+ 1.88%
$32.65 - $36.69 $112K - $125K
185K $6.75M
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 0.92%
$333.64 - $405.2 $31.7K - $38.5K
10.4K $4.2M
TSLA
Tesla, Inc.

Consumer Cyclical
495
+ 7.32%
$191.76 - $263.26 $94.9K - $130K
7.26K $1.9M
STRL
Sterling Construction CO Inc

Industrials
3K
New
$102.56 - $148.9 $308K - $447K
3K $434K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.8K
+ 23.37%
$44.66 - $49.15 $393K - $432K
46.4K $2.19M
ABBV
Abb Vie Inc.

Healthcare
1.27K
+ 32.1%
$163.84 - $199.33 $207K - $252K
5.21K $1.03M
IWD
Ishares Russell 1000 Val ETF

ETFs
478
+ 2.81%
$173.36 - $189.8 $82.9K - $90.7K
17.5K $3.32M
VGT
Vanguard Information Technolog

ETFs
534
+ 132.18%
$514.43 - $606.85 $275K - $324K
938 $550K
USB
Us Bancorp \De\

Financial Services
6.62K
New
$39.04 - $47.23 $258K - $312K
6.62K $302K
SHV
Ishares Tr

ETFs
2.65K
New
$110.05 - $110.63 $292K - $293K
2.65K $293K
JNJ
Johnson & Johnson

Healthcare
1.15K
+ 17.16%
$145.48 - $167.38 $167K - $192K
7.83K $1.27M
MET
Metlife Inc

Financial Services
3.53K
New
$67.96 - $82.48 $240K - $291K
3.53K $291K
GILD
Gilead Sciences, Inc.

Healthcare
3.46K
New
$66.59 - $83.99 $230K - $290K
3.46K $289K
CSX
Csx Corp

Industrials
8.05K
New
$32.48 - $35.45 $261K - $285K
8.05K $277K
NVS
Novartis Ag

Healthcare
2.4K
New
$106.13 - $120.89 $255K - $290K
2.4K $276K
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 9.92%
$66.91 - $81.4 $80.1K - $97.4K
13.3K $1.07M
ING
Ing Groep Nv

Financial Services
13.6K
New
$16.55 - $18.66 $226K - $255K
13.6K $247K
ADP
Automatic Data Processing Inc

Industrials
861
New
$233.44 - $279.45 $201K - $241K
861 $238K
SHOP
Shopify Inc.

Technology
2.95K
New
$52.26 - $80.75 $154K - $238K
2.95K $236K
SKM
Sk Telecom CO LTD

Communication Services
9.73K
New
$20.68 - $24.47 $201K - $238K
9.73K $231K
SONY
Sony Group Corp

Technology
2.39K
New
$81.61 - $98.65 $195K - $235K
2.39K $230K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.97K
New
$105.53 - $118.34 $208K - $233K
1.97K $230K
CB
Chubb LTD

Financial Services
797
New
$252.51 - $292.2 $201K - $233K
797 $229K
TRV
Travelers Companies, Inc.

Financial Services
974
New
$201.87 - $242.35 $197K - $236K
974 $228K
HON
Honeywell International Inc

Industrials
1.1K
New
$196.73 - $220.21 $216K - $242K
1.1K $226K
META
Meta Platforms, Inc.

Communication Services
65
+ 2.36%
$453.41 - $572.44 $29.5K - $37.2K
2.82K $1.61M
PAYX
Paychex Inc

Industrials
1.68K
New
$116.17 - $135.19 $195K - $227K
1.68K $225K
APD
Air Products & Chemicals, Inc.

Basic Materials
740
New
$247.34 - $300.11 $183K - $222K
740 $220K
IWF
Ishares Russell 1000 Gr ETF

ETFs
386
+ 5.74%
$332.02 - $382.76 $128K - $148K
7.11K $2.67M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.27K
New
$59.93 - $66.52 $196K - $217K
3.27K $217K
WF
Woori Financial Group Inc.

Financial Services
6.1K
New
$31.41 - $37.84 $191K - $231K
6.1K $217K
LOW
Lowes Companies Inc

Consumer Cyclical
452
+ 24.07%
$213.3 - $270.78 $96.4K - $122K
2.33K $630K
SU
Suncor Energy Inc

Energy
5.82K
New
$36.06 - $41.7 $210K - $243K
5.82K $214K
PHM
Pultegroup Inc

Consumer Cyclical
18
+ 0.28%
$103.95 - $144.98 $1.87K - $2.61K
6.36K $911K
Activity Summary
Buys All Purchases 184 New Holdings 39 Increased Positions 145 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email